格隆汇2月25日｜港股市场内房股集体上涨，其中，碧桂园涨8%，建发国际集团涨超6%，绿城中国涨 5%，龙湖集团、金辉控股、旭辉控股集团、融信中国、中国海外宏洋集团、越秀地产、中国金茂、华 润置地、融创中国涨超4%。 | 代码 | 名称 | | 涨跌幅 V | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 02007 | 碧桂园 | 0) | 8.06% | 0.335 | 139.99亿 | -19.28% | | 01908 | 建发国际集团 | | 6.54% | 15.810 | 354.17亿 | 1.02% | | 03900 | 绿城中国 | | 5.04% | 11.470 | 291.29 Z | 35.42% | | 00960 | 龙湖集团 | | 4.90% | 10.270 | 723.18亿 | 19.98% | | 09993 | 金辉控股 | | 4.85% | 1.730 | 69.98亿 | -5.98% | | 00884 | 旭辉控股集团 | | 4.82% | 0.087 | 14. ...

截至发稿，龙湖集团(00960.HK)涨4.90%、融创中国(01918.HK)涨4.84%、绿城中国(03900.HK)涨 4.76%。 来源：滚动播报 ...

Core Viewpoint - Longfor Group demonstrates a steady operational performance with ongoing transformation effects, as evidenced by its January 2026 sales data and overall financial results [1][3]. Group 1: Operational Performance - In January 2026, Longfor Group achieved a contract sales amount of 2.45 billion yuan, with a sales area of 300,000 square meters [1]. - The revenue for January 2026 reached approximately 2.27 billion yuan, with a year-on-year growth of 5.1% [1]. - For the full year of 2025, Longfor Group reported operational revenue of approximately 26.77 billion yuan, with a tax-inclusive amount of about 28.54 billion yuan, reflecting a 5.0% year-on-year increase [2]. Group 2: Land Acquisition and Development - In January 2026, Longfor Group added two new land reserves in Qingdao and Wuxi, with a total construction area of 142,947 square meters and an equity land price of 865 million yuan [2]. - The land acquisition strategy has shifted towards quality over quantity, with a land acquisition amount of approximately 3.6 billion yuan in 2025, representing a land acquisition intensity of about 6% [3]. Group 3: Market Position and Future Outlook - Huatai Securities indicates that Longfor Group's value is underestimated, particularly in commercial real estate and service business growth potential [3]. - The company has maintained a disciplined financial approach, which positions it favorably within the industry, especially as the market begins to recover [4]. - Recent reports from various securities firms suggest that the most challenging period for the real estate industry may be over, with quality developers like Longfor Group expected to lead the recovery [5].

Core Insights - Longfor Group reported January 2026 unaudited operational data and new land reserves, indicating a strong performance in contract sales and revenue generation [1] Group Performance - In January 2026, the company achieved a contract sales amount of RMB 2.45 billion, with a contract sales area of 300,000 square meters [1] - The contract sales amount attributable to shareholders was RMB 1.66 billion, with a corresponding area of 231,000 square meters [1] - The company generated operational revenue of approximately RMB 2.27 billion (tax-inclusive amount of approximately RMB 2.43 billion) [1] - Operational revenue was approximately RMB 1.25 billion (tax-inclusive amount of approximately RMB 1.35 billion), while service revenue was approximately RMB 1.02 billion (tax-inclusive amount of approximately RMB 1.08 billion) [1] Land Reserves - In January 2026, the company added two new land reserves, with a total construction area and equity construction area of 142,900 square meters [1] - The equity land price for the new reserves was RMB 865 million [1]

土地储备方面，龙湖集团1月新增2块土地储备，分别为青岛胶州上海路地块（含住宅、商业两部分）及 无锡新吴区博西威地块，三块子地块权益比例均为100%。新增土地总占地面积6.59万平方米，总建筑 面积与权益建筑面积均为14.29万平方米，权益地价8.65亿元，平均单价6050元/平方米。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 根据公告内容，龙湖集团于2026年1月单月实现合同销售金额人民币24.5亿元，合同销售面积30.0万平方 米；归属公司股东权益的合同销售金额人民币16.6亿元，归属公司股东权益的合同销售面积23.1万平方 米。 2026年1月，龙湖集团实现经营性收入约人民币22.7亿元（含税金额约人民币24.3亿元）；其中运营收入 约人民币12.5亿元（含税金额约人民币13.5亿元），服务收入约人民币10.2亿元（含税金额约人民币10.8 亿元）。 观点网讯：2月9日，龙湖集团控股有限公司发布2026年1月未经审核营运数据及新增土地储备公告。 ...

Group 1 - Longfor Group (00960.HK) achieved a contract sales amount of RMB 2.45 billion in January 2026, with a contract sales area of 300,000 square meters [1] - The contract sales amount attributable to shareholders was RMB 1.66 billion, with a sales area of 231,000 square meters [1] - As of February 9, 2026, Longfor Group's stock closed at HKD 10.5, up 2.24%, with a trading volume of 35.04 million shares and a turnover of HKD 373 million [1] Group 2 - Longfor Group's market capitalization is HKD 72.318 billion, ranking 11th in the real estate development II industry [2] - The company's return on equity (ROE) is 4.78%, significantly higher than the industry average of -17.15% [2] - Longfor Group's net profit margin is 6.72%, compared to the industry's -75.83% [2] - The company's gross profit margin stands at 12.63%, while the industry average is 22.87% [2] - Longfor Group's debt ratio is 61.3%, lower than the industry average of 66.76% [2]

北京商报讯（记者 李晗）2月9日，龙湖集团披露1月未经审核经营简报。简报显示，1月龙湖集团连同 其附属公司合同销售金额24.5亿元，合同销售面积30万平方米。 ...

于2026年1月，本集团新增两块土地储备，总建筑面积和权益建筑面积均为14.29万平方米，权益地价人 民币8.65亿元。 于2026年1月，本集团实现经营性收入约人民币22.7亿元(含税金额约人民币24.3亿元);其中运营收入约人 民币12.5亿元(含税金额约人民币13.5亿元)，服务收入约人民币10.2亿元(含税金额约人民币10.8亿元)。 龙湖集团(00960)发布公告，本集团于2026年1月单月实现合同销售金额人民币24.5亿元，合同销售面积 30.0万平方米;归属本公司股东权益的合同销售金额人民币16.6亿元，归属本公司股东权益的合同销售面 积23.1万平方米。 ...

Core Viewpoint - Longfor Group (00960) reported a significant contract sales performance for January 2026, indicating strong market activity and operational growth [1] Group 1: Contract Sales Performance - In January 2026, the company achieved a contract sales amount of RMB 2.45 billion, with a contract sales area of 300,000 square meters [1] - The contract sales amount attributable to the company's shareholders was RMB 1.66 billion, with an area of 231,000 square meters [1] Group 2: Operating Revenue - The company reported operating revenue of approximately RMB 2.27 billion for January 2026, with a tax-inclusive amount of approximately RMB 2.43 billion [1] - The operating revenue included approximately RMB 1.25 billion from operational income (tax-inclusive amount of approximately RMB 1.35 billion) and approximately RMB 1.02 billion from service income (tax-inclusive amount of approximately RMB 1.08 billion) [1] Group 3: Land Acquisition - In January 2026, the company added two new land reserves, with a total construction area and attributable construction area of 142,900 square meters [1] - The equity land price for these new reserves was RMB 865 million [1]

来源：滚动播报 龙湖集团公告，于2026年1月，本集团实现经营性收入约人民币22.7亿元（含税金额约人民币24.3亿 元）；其中运营收入约人民币12.5亿元（含税金额约人民币13.5亿元），服务收入约人民币10.2亿元 （含税金额约人民币10.8亿元）。本集团于2026年1月单月实现合同销售金额人民币24.5亿元，合同销售 面积30万平方米；归属本公司股东权益的合同销售金额人民币16.6亿元，归属本公司股东权益的合同销 售面积23.1万平方米。 ...